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Individual Investor Services
You've directed a lot of energy into earning your wealth. Now it's time to hire a professional investment manager - someone you trust to constantly monitor and grow your assets in alignment with your life goals - while you focus on cultivating abundance elsewhere in your life. At Leonhardi Investment Management, Inc. we understand the unique needs of our clients. We are proactive. We pay attention to detail. We keep your information confidential.

Company Retirement & Profit Sharing Plans
cfaYour company is growing and you want to provide a benefit to attract and retain key employees. You want to minimize the administrative burden on your HR staff. You want full disclosure of fees. You want access to a human. At Leonhardi Investment Management, Inc. we offer a competitively-priced, full-service company benefits solutions. We seamlessly integrate our product with expert plan administration by Retirement Alliance.

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